PORTFOLIO PERFORMANCE

PORTFOLIO PERFORMANCE

Mercia Capital Performance & Holdings

This page allows you to track my portfolio performance since inception in July 2016.  There’s nothing virtual here. This is real. Click on the name to read the investment thesis.

Name
Symbol Allocation Overall Return
TapticaTAP51%32.9%
NMConstructionNMD14%-12.9%
Foot LockerFL10%5.3%
Apple IncAAPL9%12.3%
GameStopGME7%-2.6%
SoftBankSFTBK6%-6.1%
Hurricane EnergyHUR3%-42.1%
Cash0%
Overall Performance since July 2016:
28.0%
CAGR21%
FTSE All-Share Return from Jul-16:
12.5%
Return above/below:
15.5%

*Last updated November 2017

Latest editions include Foot Locker and Gamestop. BOFI has been fully liquidated after further due diligence into the reviews of the company and revisiting my investment thesis.

At the moment the fund is highly concentrated on one or two stocks and therefore very risky. New funds are added to the portfolio in stages so allocations will gradually become more balanced. Taptica’s fantastic performance has dwarfed my other investments and I’ve recently been aggressively topping up on the dips – I’m highly convinced in its prospects. The fund’s cash allocation isn’t a representation of my personal cash allocation therefore I expect this to be low.

Contributions to date